Kunal Jain

Relationship Manager

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Gurugram, Haryana, India

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Timeline
About me
Partner at Alpha Capital
Education
- DPS ALIGARH
  2004 - 2006
  12th Commerce
  With studies, I also learnt about Jain Religion in Teerthdham Mangalayatan.
- Delhi University
  2006 - 2009
  B.Com(H) Commerce
  Activities and Societies: Finance Club Followed the Global Financial Crisis and presented the final presentation on the same topic.
- NMIMS CDOE
  2021 - 2023
  Post Graduate Diploma in Business Management (PGDBM) Financial Management
Experience
- Edelweiss Financial Services Limited
  Sept 2010 - Oct 2010
  Relationship Manager
  Attended the sales training on acquiring retail clients and pitching them Advance Brokerage Scheme.Understood the institutional research model which was supposed to help in acquiring new clients.Started following up with new references (mostly received from Yahoo & rediffmail.com).Client conversion was easy as most of them were retail clients.
- Value Research
  Mar 2011 - Apr 2013
  Associate Analyst
  My work was either published or included in Mutual Fund Year Book (Annual), Mutual Fund Insight Magazine (Monthly) and Value Research Online (Website).Actively followed the trends in Mutual Fund industry for “Fund Radar” section of Mutual Fund Insight Magazine.Made the financial plan every month of different investors for “The Plan” section of Mutual Fund Insight Magazine. Also contributed to all sections of Mutual Fund Insight Magazine.My work involved co-ordinating with our CEO, other analysts, editors, designing & printing team.It also involved extensive research on the MS Excel & MS Access using the Value Research data base with great care and efficiency.My work also involved working and analyzing every category of mutual funds and mostly international funds. Show less
- Alpha Capital
  May 2013 - now
  At Alpha Capital we are promoting the concept of Multi Family Office in India and we work like a “Personal CFO” to HNI families. We manage the total financial affairs of our clients; basically the idea is to provide holistic advisory & administration on the complete Balance Sheet of the client.As a Financial Advisor my profile includes managing existing clients & acquiring new clients. It also includes advising on asset allocation strategies, investment advisory across asset classes. The purpose is to help clients achieve their personal financial goals.I am also the part of management team. Show less
  - Partner
    Oct 2023 - now
  - Senior Consultant
    Jan 2015 - Oct 2023
  - Senior Analyst
    May 2013 - Dec 2014
Licenses & Certifications
- CFA LEVEL 2 CANDIDATE 2015
  CFA INSTITUTE
- Wealth Management Module (Passed in December 2013)
  NSE India
- Post Graduate Diploma in Business Management (Finance)
  NMIMS CDOE
  Oct 2023
  View certificate
- Investment Planning Module (Passed in March 2013)
  Financial Planning Standards Board of India
- Mutual Funds Advance Module (Passed in June 2013)
  NSE India
- Retirement and Tax Planning Specialist
  Financial Planning Standards Board Ltd.
  Oct 2022
  View certificate
- NCFM Wealth Management Module
  NSE India
  Feb 2020
- Investment Planning Specialist
  Financial Planning Standards Board Ltd.
  Oct 2022
  View certificate
- Risk and Estate Planning Specialist
  Financial Planning Standards Board Ltd.
  Oct 2022
  View certificate
- Risk Analysis & Insurance Planning Module (Passed in July 2013)
  Financial Planning Standards Board of India
- Financial Markets (Advanced) Module
  NSE India
  Aug 2019
Honors & Awards
- Awarded to Kunal Jain
  Private Banker of the Year Award 2016-17 Alpha Capital Mar 2017
- Awarded to Kunal Jain
  Special Recognition - Best Client Servicing Award 2015-16 Alpha Capital Jul 2016
- Awarded to Kunal Jain
  Special Recognition - Team Player Award 2014-15 Alpha Capital Jul 2015
- Awarded to Kunal Jain
  Private Banker of the Year Award 2013-14 Alpha Capital Jul 2014